Configure the Company Home

Company Admins can standardize the Company Home for their entire team. You can rearrange or resize the information cards, ensuring a consistent view across the organization.

• Required User Permissions on the company's Procore Home tool.

• Additional Information:

  • Updates made to the Procore Home are reflected for all users.

  • Currently, if you remove a card, you cannot add it back.

1. Navigate to the company's Portfolio tool or Home.

2. Click the tab's vertical ellipsis .
   

3. Click Edit View.

Move and Resize Information Cards

1. Click Edit View.

2. Click and hold the information card and drag it to the location that you want on the page.

3. Click and hold the resize icon in the information card's corner and drag the card until it's the size you want.

   1. Optional: Click the Actions menu and select one of the following:

      • Discard Changes: Reverts updates made in the current edit session.

      • Align Cards: Removes layout gaps in the current view.

      • Set to Template: Applies the latest template layout for the current hub.

Remove Information Cards

1. Click the delete icon.

2. Click Remove Card to confirm.

Rename Portfolio Tab

1. Click the Overview tab's vertical ellipsis and click Rename.

2. Click Save.